Alder Capital

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Solana Beach, California
CRD number
343367
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alder Capital is an LLC that registered with the SEC in 2026 and is organized under individual ownership. The firm offers fee-based portfolio management and financial planning primarily for individuals and small businesses, and it also provides selection-of-other-advisers services—suggesting a model that can build client solutions using third-party managers or subadvisors. Its stated fee arrangements include both a percentage-of-AUM component and performance-based fees. Alder Capital reports that it is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a related adviser. The firm's classification is listed as unclassified and it is identified as a capital allocator, which indicates an orientation toward assembling or allocating client capital across different managers or strategies rather than operating solely as a single-strategy boutique. An industry affiliation is recorded as “Other Investment Adviser,” consistent with its role in selecting outside advisers for client portfolios.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Brandon Healy

    Brandon Healy

    Senior Wealth AdvisorCRD 6436678

  • Michael Licosati

    Michael Licosati

    Founder and Managing PartnerCRD 3253972

  • James Licosati

    James Licosati

    Director of Business DevelopmentCRD 7139002

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Solana Beach, CA

San Diego

Location

Solana Beach, CA

Headquartered in Solana Beach, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
514 Via De La Valle
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth